U.S. Treasury Secretary Scott Bessent sought to reassure markets as a new bout of U.S.-China trade tensions generated heightened volatility. With the U.S. government shutdown in its third week, inv...
In September, the NASDAQ-100 Index (NDX) returned 5.47% vs. 3.65% of the S&P 500.
There was little in the way of economic data this week with Golden Week in China, no central bank policy meetings (most are scheduled for the last week of October into the first week of November),...
Get weekly fixed income commentary from our CIO of Global Fixed Income and Head of Municipals. Tariff worries send Treasury yields...
The U.S. government shutdown continued to obscure economic data, as payroll and jobless claims numbers went unreported at a time when investors are trying to gauge employment shifts and their impac...
We think the best course to take in markets is owning conservatively capitalized companies with faster-than-average growth potential.
By thinking in years instead of months or quarters, noise macro uncertainty tends to fade.
Daniel Close and Margot Kleinman comment on the municipal market over the past quarter and how the market conditions present a com...
Our long-term returns are highly correlated with the Portfolio’s underlying earnings growth.
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